Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Elise Berry is a financial advisor with Mercer Global Advisors Inc., located in Denver, CO. Sarah is also registered with the state of Oregon and Texas as an investment advisor representative. With over 20 years of experience in the financial industry, Sarah has helped many individuals and families achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Trust services, estate planning, tax return preparation, consultation
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CO
08/25/2023 - Present
Mercer Global Advisors Inc. (DENVER CO)
OR
05/17/2021 - 08/22/2023
LION STREET FINANCIAL, LLC (PORTLAND OR)
OR
05/07/2019 - 12/31/2020
RAYMOND JAMES FINANCIAL SERVICES, INC. (PORTLAND OR)
WA
07/23/2013 - 04/23/2019
WADDELL & REED (VANCOUVER WA)
OR
09/24/2002 - 11/09/2012
RAYMOND JAMES FINANCIAL SERVICES, INC. (PORTLAND OR)
IA
Issued 08/15/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/30/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/12/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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